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ADSlay

@slay_ad

Quince Therapeutics $QNCX, DD account. Disclaimer: No financial advise to buy or sell any stocks. Not affiliated. I have a long position.

Katılım Aralık 2020
1 Takip Edilen220 Takipçiler
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Quince Therapeutics
Quince Therapeutics@Quince_Tx·
$QNCX Investors: We are pleased to participate at the British Paediatric Neurology Association 2026 Annual Meeting with a poster presentation highlighting previously published safety data from the long-term treatment of children with A-T. Learn more here: ir.quincetx.com/news-releases/…
Quince Therapeutics tweet media
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$QNCX Quince Therapeutics Presents Safety Data from Long-Term eDSP Treatment in Children with Ataxia-Telangiectasia at British Paediatric Neurology Association Annual Meeting
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Wolf
Wolf@DeltaGammaThet2·
What’s interesting about the $QNCX story is that we already know the drug works. Steroids, in this case dexamethasone, is a tried therapy for AT. So this isn’t a, “Will it or won’t it?” story of biotech, per sè. We already know it does. The real question is that of repeatability.
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Wolf
Wolf@DeltaGammaThet2·
Some more bullish $QNCX tidbits. Take a look of who's been adding in the past few months in anticipation of Phase 3. Some very sharp managers, including Millennium and anchor investor, Nantahala. Prominent biotech multi-baggers in the past for both these managers.
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Bull Stock Picks
Bull Stock Picks@Bullstkpicks·
One month to go and I expect very positive results. Remember this opens up many other diseases that this platform will be able to go after. This is as much about a platform as it is this one disease. That isn’t priced into the stock at all. Positive data on this disease pushes this over $20, then other indications started getting priced in as potential and that pushes us much much higher
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Braden TeWinkel
Braden TeWinkel@braden_tewinkel·
$qncx multiple $300k buys today leading to all this green. Whales are loading the boat!!
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Omni
Omni@Omnitrader69·
Today feels like yesterday, SPY green while a bunch of my stuff is tanking for whatever reason. $OCUL standout strength though. $QNCX some buyers again also.
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Wolf
Wolf@DeltaGammaThet2·
CEO Dirk Thye recently received 1 million in options (4 year vest, strike of $3.08 - ATM). Board members have opted to receive retainers and compensation in all options, a break from the past where it was a mix of options + cash. Incentives are aligned here.
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Wolf
Wolf@DeltaGammaThet2·
.. we get a powerful result. I can see why management is so bullish. It would be hard to argue why a clinician would not be willing to offer a therapy with nearly 3x the potency for a young family devastated by the diagnosis of AT.
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Wolf
Wolf@DeltaGammaThet2·
If QNCX can repeat the results from the 6-9 age group, this should translate to an approximate 2.5-3.0x MORE POWERFUL treatment than IntraBio's recent results. Translating (and it is an approximation) IntraBio's SARA score and the ATTeST mICARS score to the RmICARS...
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Lovejoy
Lovejoy@LovejoyVapor·
@VIPSheffTrades I like how enthusiastic you are, but boy would I like to see some insider buying at $QNCX!
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Wolf
Wolf@DeltaGammaThet2·
Bullish $QNCX. Some perceive IntraBio's recent phase 3 as a threat to QNCX's upcoming top-line results. I would argue that knowing IntraBio's results, the forthcoming QNCX top-line has been de-risked.
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ADSlay
ADSlay@slay_ad·
@fcminaker Agreed and Dirk said so in above clip — "ten years ago". But good example of a biotech's journey with a happy ending that touches $QNCX so what if even remotely
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fcminaker
fcminaker@fcminaker·
@slay_ad Don't think they had much influence on that outcome given they both left in 2016 when $CDTX was focused on antifungals.
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